Pursino Advisory Group LLC

Pursino Advisory Group LLC is a registered investment advisor established in 2012 and located in Garden City, NY. The firm specializes in providing wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. Pursino Advisory Group acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards clients, aiming to mitigate potential conflicts of interest. The firm offers discretionary and non-discretionary management of investment portfolios, constructing portfolios primarily with low-cost, diversified mutual funds and exchange-traded funds (ETFs). Additionally, individual stocks, bonds, or alternative investment strategies may be utilized to meet client needs. The investment approach is long-term focused, with the flexibility to buy, sell, or reallocate positions as needed. Pursino Advisory Group charges wealth management fees of up to 2.50% annually based on assets under management, with fees paid monthly in advance. The firm does not charge performance-based fees and does not engage in soft dollar programs. Clients generally have a minimum relationship size of $100,000, with an annual fee of $2,000, subject to negotiation. The firm does not accept or maintain custody of client funds and assets, except for authorized fee deductions. Clients have the opportunity to place reasonable restrictions on their investments, subject to the advisor's acceptance. Philip Pursino, the founder and Chief Compliance Officer, has a background in financial planning and is a licensed insurance professional. The firm encourages clients to review its Code of Ethics, which outlines its commitment to clients' best interests and addresses potential conflicts of interest. Clients are advised to perform due diligence on any advisor or service provider before partnering with them.